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Emily Megan Milstead

Strategic Advisers LLC

Midvale, UT

Salt Lake City, UT

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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-03-31
UT RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31
  • UT RA
    APPROVED
    Since 2025-03-31

Branch Locations

Midvale, UT • United States

49 North 400 West, Salt Lake City, UT 84101-1368 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Metric Theory Denver CO 08/2020 07/2021
Mathnasium Pleasant Grove UT 01/2019 07/2020
Wasatch Elementary, Provo School District Provo UT 08/2018 12/2018
Showbiz Baytown TX 06/2018 08/2018
Wasatch Elementary, Provo School District Provo UT 01/2017 06/2018
Brigham Young University Provo UT 08/2016 12/2016
Fidelity Investments Salt Lake City UT 07/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 08/2020 → 07/2021
    Metric Theory
    Denver, CO
  • 01/2019 → 07/2020
    Mathnasium
    Pleasant Grove, UT
  • 08/2018 → 12/2018
    Wasatch Elementary, Provo School District
    Provo, UT
  • 06/2018 → 08/2018
    Showbiz
    Baytown, TX
  • 01/2017 → 06/2018
    Wasatch Elementary, Provo School District
    Provo, UT
  • 08/2016 → 12/2016
    Brigham Young University
    Provo, UT
  • 07/2021 → Present
    Fidelity Investments
    Salt Lake City, UT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-12-09 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Salt Lake City, UT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-03-31
S63 Uniform Securities Agent State Law Examination 2021-12-13
  • S66 Uniform Combined State Law Examination
    2023-03-31
  • S63 Uniform Securities Agent State Law Examination
    2021-12-13
Other Names
  • Emily Megan Brown
  • Emma Megan Brown
  • Em Megan Brown
  • Emily Brown

View on SEC IAPD

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